Ep Wealth Advisors, LLC Spdr S&P 500 Fossil Fuel Reser Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr S&P 500 Fossil Fuel Reser stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 18,234 shares of SPYX stock, worth $890,001. This represents 0.01% of its overall portfolio holdings.

Number of Shares
18,234
Previous 16,145 12.94%
Holding current value
$890,001
Previous $720,000 19.58%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$42.38 - $47.25 $88,531 - $98,705
2,089 Added 12.94%
18,234 $861,000
Q2 2024

Aug 19, 2024
BUY
$40.47 - $44.95 $406,642 - $451,657
10,048 Added 164.8%
16,145 $720,000
Q1 2024

May 14, 2024
SELL
$38.19 - $42.8 $24,250 - $27,178
-635 Reduced 9.43%
6,097 $260,000
Q4 2023

Feb 28, 2024
BUY
$33.41 - $38.98 $367 - $428
11 Added 0.16%
6,732 $261,000
Q3 2023

Nov 22, 2023
SELL
$34.55 - $37.33 $463,280 - $500,557
-13,409 Reduced 66.61%
6,721 $233,000
Q2 2023

Aug 14, 2023
BUY
$32.81 - $36.17 $433,649 - $478,058
13,217 Added 191.19%
20,130 $728,000
Q1 2023

Jun 05, 2023
BUY
$31.18 - $96.11 $215,547 - $664,408
6,913 New
6,913 $229,000

Others Institutions Holding SPYX

# of Institutions
223
Shares Held
18.2M
Call Options Held
0
Put Options Held
225K
View Full List

About SPDR S&P 500 FOSSIL FUEL RESER

SPYX Quotes by TradingView
  • Ticker SPYX
  • Sector ETFs
  • Industry ETFs
More about SPYX
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